Regent Peak Wealth Advisors LLC Salesforce, Inc. Transaction History
Regent Peak Wealth Advisors LLC
- $441 Million
- Q3 2024
A detailed history of Regent Peak Wealth Advisors LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 2,363 shares of CRM stock, worth $807,507. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,363
Previous 2,267
4.23%
Holding current value
$807,507
Previous $582,000
11.0%
% of portfolio
0.15%
Previous 0.14%
Shares
20 transactions
Others Institutions Holding CRM
# of Institutions
2,921Shares Held
750MCall Options Held
15.6MPut Options Held
16M-
Vanguard Group Inc Valley Forge, PA86.3MShares$29.5 Billion0.43% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$25.5 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.1MShares$16.5 Billion0.55% of portfolio
-
Capital Research Global Investors Los Angeles, CA24.2MShares$8.26 Billion1.4% of portfolio
-
Geode Capital Management, LLC Boston, MA19.8MShares$6.76 Billion0.45% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $342B
- Description
- Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...